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Disclosery

SEI INVESTMENTS CO: SU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SEI INVESTMENTS CO on SU, newest first. How the timeline and the estimate are built.

SEI INVESTMENTS CO held 35,039 SU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 35,039 shares
    Change vs previous 13F -2,294 shares

    <0.01% of the 13F portfolio, value $1,880,940.

    13F-HR 0002048251-26-006553 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 37,333 shares
    Change vs previous 13F +5,534 shares

    <0.01% of the 13F portfolio, value $2,467,887.

    13F-HR 0002048251-26-003739 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 31,799 shares
    Change vs previous 13F -29,909 shares

    <0.01% of the 13F portfolio, value $1,410,670.

    13F-HR 0000350894-26-000005 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 61,708 shares
    Change vs previous 13F -172,134 shares

    <0.01% of the 13F portfolio, value $2,580,153.

    13F-HR 0002048251-25-002343 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 233,842 shares
    Change vs previous 13F -97,657 shares

    0.01% of the 13F portfolio, value $8,757,217.

    13F-HR 0001041062-25-000162 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 331,499 shares
    Change vs previous 13F -112,702 shares

    0.02% of the 13F portfolio, value $12,835,550.

    13F-HR/A 0001041062-25-000106 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 444,201 shares
    Change vs previous 13F +10,852 shares

    0.02% of the 13F portfolio, value $15,848,714.

    13F-HR 0001041062-25-000019 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 433,349 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $15,999,416.

    13F-HR 0001041062-24-000165 filed by SEI INVESTMENTS CO
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).